401(k) · DOL Form 5500 · 2022

Uptake Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
150
Participants Small participant base
72nd
Percentile by assets National rank
$95,895
Avg per participant Below avg balance/head
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Official DOL plan name: Uptake Technologies, Inc. Retirement Trust · Sponsored by Uptake Technologies, Inc. · Illinois · Professional & Technical Services

$14M in assets, 150 participants

Uptake Technologies, Inc.'s Uptake Technologies, Inc. Retirement Trust reported $14M in total assets and 150 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #15,395 in Professional & Technical Services (21,562 peers)

Coverage in Illinois

Uptake Technologies, Inc. Retirement Trust covers 150 participants in Illinois, about 19% of the average Illinois filer (state average ~779 per filing). Assets: $14M.

#15,395
in Professional & Technical Services (21,562 peers)
-19.8%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Uptake Technologies, Inc. Retirement Trust's outsized position by total assets

Uptake Technologies, Inc. Retirement Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$14,384,208 Top 28% higher than 72% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Uptake Technologies, Inc. Retirement Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uptake Technologies, Inc. Retirement Trust sits mid-pack in the medium band (150 participants).

EBSA filing schedule strip

Filing strip 471427490 · Uptake Technologies, Inc. PY 2022 · 401(k)

Uptake Technologies, Inc. Retirement Trust · $14M · 150 · 72nd

  • PART $14M
  • PART 150
  • PART 72nd
  • PART 401(k)
  • PART near Arlington Coal & Lumber Co. 401(k) Retirement Plan
  • PART ind #15395

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Illinois →

Uptake Technologies, Inc. Retirement Trust in the asset neighbourhood

Uptake Technologies, Inc. Retirement TrustUptake Technologies, Inc. Re…$14MArlington Coal & Lumber Co. 401(k) Retirement PlanArlington Coal & Lumber Co. …$14MGarafalo Markets, LLC 401(k) Profit Sharing PlanGarafalo Markets, LLC 401(k)…$14MPlansee Employee Savings & Protection PlanPlansee Employee Savings & P…$14MKings Seafood Company, LLC 401(k) Profit Sharing PlanKings Seafood Company, LLC 4…$14M
End-of-year total assets ($M) among Uptake Technologies, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$14M
Net Income-$4M
Employer EIN471427490
Plan Effective Date2015-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Uptake Technologies, Inc.)

Sponsor-wide plan assets over time

All Uptake Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 0.6873371130339606% vs 2022
2023 filing year
$14.4M$14.4M$14.5M$14.5M 20222023 $14.4M $14.5M ▲ +0.7%
Year Plans Participants Total Assets
2022 1 150 $14M
2023 2 155 $14M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Uptake Technologies, Inc. Retirement Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Uptake Technologies, Inc. Retirement Trust, Total assets ($B): 0.014384208 · Participants: 150Uptake Technologies, Inc. Retirement TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Uptake Technologies, Inc. Retirement Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Uptake Technologies, Inc. Retirement Trust side-by-side with 3 peers →

Uptake Technologies, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Arlington Coal & Lumber Co. 401(k) Retirement Plan in MA ($14M); by covered participants it is American Office 401(k) Retirement Savings Plan in MD (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Uptake Technologies, Inc. Retirement Trust assets move in 2022? ▼
Uptake Technologies, Inc. Retirement Trust declined sharply - down 19.8% during 2022, from $18M to $14M. Reported net income was -$4M.
How have Uptake Technologies, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Uptake Technologies, Inc.'s sponsor-wide assets grew 0.7%, from $14M to $14M.
Which 401(k) plans are similar in size to Uptake Technologies, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Arlington Coal & Lumber Co. 401(k) Retirement Plan in MA ($14M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Uptake Technologies, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is American Office 401(k) Retirement Savings Plan in MD (150 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 471427490.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.